Funding Expend cards

How to manage funds available on your organisation’s Expend cards

Written by Herman Updated over a week ago

Money from your organisation’s float account can be distributed to individual cards as needed. You can also return money from a card back to the float account in order to redistribute it to other cards.

Transferring money to a card

In the dashboard menu, click Cards.

Find the card to which money should be transferred, and click Add Funds.

Enter the amount to transfer.

Click Add. The specified amount is deducted from the float account and added to the recipient card’s balance.

Returning money to the float account

In the dashboard menu, click Cards.

Find the card from which money will be taken, and click Return Funds.

Enter the amount.

Click Return. The specified amount is deducted from the card’s balance and returned to the float account.